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PROSPERITY ROAD, LLC

Financial Advisor serving Santa Ana, California · 1 of 4 financial advisors in the area

📍 12341 NEWPORT AVENUE, Santa Ana, California
📞 (714) 241-••••
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📍 12341 NEWPORT AVENUE, Santa Ana, California

About PROSPERITY ROAD, LLC

PROSPERITY ROAD, LLC is a financial advisor located in Santa Ana, California. As a local financial advisor, they serve Santa Ana and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Santa Ana should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Santa Ana

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Santa Ana may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Santa Ana

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Santa Ana?
Financial Advisors in Santa Ana typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Santa Ana?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 4 financial advisors in Santa Ana to choose from.
Does PROSPERITY ROAD, LLC offer free quotes?
Contact PROSPERITY ROAD, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

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